LeJeune Puetz Investment Counsel’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $1.42M | Buy |
36,508
+2,482
| +7% | +$96.5K | 0.51% | 68 |
|
2022
Q4 | $1.34M | Buy |
34,026
+2,725
| +9% | +$107K | 0.5% | 70 |
|
2022
Q3 | $1.19M | Buy |
31,301
+400
| +1% | +$15.2K | 0.49% | 72 |
|
2022
Q2 | $1.57M | Buy |
30,901
+1,025
| +3% | +$52K | 0.61% | 54 |
|
2022
Q1 | $1.52M | Hold |
29,876
| – | – | 0.53% | 67 |
|
2021
Q4 | $1.55M | Buy |
29,876
+583
| +2% | +$30.3K | 0.52% | 65 |
|
2021
Q3 | $1.58M | Buy |
29,293
+1,025
| +4% | +$55.4K | 0.58% | 59 |
|
2021
Q2 | $1.58M | Buy |
28,268
+68
| +0.2% | +$3.81K | 0.59% | 59 |
|
2021
Q1 | $1.64M | Buy |
28,200
+800
| +3% | +$46.5K | 0.64% | 52 |
|
2020
Q4 | $1.61M | Buy |
27,400
+300
| +1% | +$17.6K | 0.7% | 52 |
|
2020
Q3 | $1.61M | Hold |
27,100
| – | – | 0.79% | 44 |
|
2020
Q2 | $1.49M | Sell |
27,100
-750
| -3% | -$41.3K | 0.78% | 45 |
|
2020
Q1 | $1.5M | Buy |
27,850
+175
| +0.6% | +$9.4K | 0.87% | 39 |
|
2019
Q4 | $1.7M | Sell |
27,675
-400
| -1% | -$24.6K | 0.8% | 44 |
|
2019
Q3 | $1.7M | Sell |
28,075
-150
| -0.5% | -$9.06K | 0.86% | 44 |
|
2019
Q2 | $1.61M | Buy |
28,225
+155
| +0.6% | +$8.85K | 0.83% | 48 |
|
2019
Q1 | $1.66M | Sell |
28,070
-386
| -1% | -$22.8K | 0.9% | 42 |
|
2018
Q4 | $1.6M | Hold |
28,456
| – | – | 1% | 36 |
|
2018
Q3 | $1.52M | Hold |
28,456
| – | – | 0.88% | 43 |
|
2018
Q2 | $1.43M | Sell |
28,456
-1,750
| -6% | -$88.1K | 0.88% | 44 |
|
2018
Q1 | $1.44M | Buy |
30,206
+100
| +0.3% | +$4.78K | 0.89% | 44 |
|
2017
Q4 | $1.59M | Sell |
30,106
-800
| -3% | -$42.4K | 0.98% | 37 |
|
2017
Q3 | $1.53M | Buy |
30,906
+1,200
| +4% | +$59.4K | 0.98% | 36 |
|
2017
Q2 | $1.33M | Sell |
29,706
-300
| -1% | -$13.4K | 0.9% | 42 |
|
2017
Q1 | $1.46M | Sell |
30,006
-400
| -1% | -$19.5K | 1.05% | 36 |
|
2016
Q4 | $1.62M | Buy |
+30,406
| New | +$1.62M | 1.25% | 25 |
|